Craig Turney

Financial Planner @Professional Financial Centre Cumbria Ltd

Carlisle, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2020 — Present

Financial Planner @Professional Financial Centre Cumbria Ltd

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Working directly with clients, as well as in conjunction with local Solicitors and Accountants, to provide holistic financial planning. At PFC we\'re interested in developing a strategy tailored to meet your long-term goals and objectives whilst taking full account of your short-term needs.I am delighted also to be able to offer advice to those clients who wish to adopt a Sustainable / Ethical approach to their investment, something which is central to PFC\'s ethos.

SKILLS

Wealth ManagementPortfolio ManagementMortgage AdviceInvestmentsCustomer ServiceFinancial AdvisoryPensionsCreditDippfs - Level 4Cert Cii (Mp) - Level 3BankingFinanceCemap QualifiedFinancial PlanningMortgage LendingRetirement PlanningFinancial Services

ABOUT CRAIG TURNEY

Financial Planner at Professional Financial Centre (Cumbria) Ltd

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Craig Turney — Financial Planner at Professional Financial Centre Cumbria Ltd in Carlisle, GB | Unifers